← Back to searchVisit website
KINNAMON & ASSOCIATES LTD II
CRD 106701 · SEC 801-135791
217 N. NORTHWEST HWY, BARRINGTON, IL, 60010, United States
Phone
847-381-1053
Fax
847-381-1491
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$117.6M
Discretionary AUM
$0
Team
7 total employees; 2 advisory reps
Clients
101-250
Fees
Hourly charges; Fixed fees; Commissions
Org form
Corporation
Filing date
2026-04-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 113 | $84.9M |
| High net worth individuals | 5 | $25.4M |
| Pension/profit sharing plans | 8 | $6.8M |
| Corporations/business entities | 5 | $463K |
States served
IL, WI, TX
All web addresses on file
Official SEC filing: View on IAPD